Tata Multicap Fund Direct Growth

Equity
Multi Cap
Very High Risk
1M
6M
1Y
All
NAV: 24 May 2024₹13.87
Min. SIP amount₹150
RatingNA
Fund size₹2,933.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Multi Cap
Absolute returns
3M6M1YAll
Fund returns4.6%15.2%33.2%38.7%
Category averageNANA47.9%NA
Rank with in category242319NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
EnergyEquity4.40%
FinancialEquity3.91%
FinancialEquity3.71%
EnergyEquity3.08%
FinancialEquity2.77%
CommunicationEquity2.71%
FinancialEquity2.12%
TechnologyEquity2.11%
FinancialEquity2.11%
ConstructionEquity2.10%
See All

Pros and cons

Category: Equity Multi Cap

Pros

Cons

Lower expense ratio: 0.31%
1Y annualised returns lower than category average by 14.67%

Expense ratio, exit load and tax

Expense ratio: 0.31%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Rahul Singh
Jan 2023 - Present
View details

Tejas Gutka
Jan 2023 - Present
View details

Education
Mr. Gutka is a BSc, MMS (Finance)
Experience
Prior to joining Tata Mutual Fund, he has worked with Tamohara Investment Managers, Barclays Securities India Pvt Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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